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Display a Printer Frieldly versionLaw RelationshipsThis module is used to Enter/Edit Law Relationships
Entering Law Relationships1. Enter a Relationship. This field is for defining the relationship of a Who's Who record to a Client-Matter. It is a good idea to come up with a list of relationships for all users to follow so that one person is not entering SPOUSE while another enters HUSBAND or WIFE. Consistency is the key to effective and accurate reports.2. Enter the labels you will need for this relationship in the Who's Who File. These labels will appear in the custom tab pages and Picture tab page in Who's Who. 3. Press F2 to save your changes. If you prefer you may also click the Save Button instead. 4. The Save as new button allows for the user to call up a Relationship and use the labels for that Relationship to create a new Relationship. This feature is to reduce data entry time for similar Relationships. (TOP) Editing Law Relationships1. Call up the record by finding or clicking the search icon.2. Change the fields to be edited. 3. Press F2 or click on the Save button to save your changes. (TOP) Searching for Law RelationshipsTo Search using the Function Keys 1. Place the cursor in the Relationship field and enter the Relationship Press F9 or click the find button.Use F8 to go to the next record and F7 to go to the previous. 2. The search is started against the first most matched record to your entered criteria. For example, entering "A" in the Relationship field and then pressing F9 will bring up the first Relationship record beginning with A. To Search Using a Selection List 1. Click on the Selection List Button located at the end of the Relationship field to display the Law Relation Lookup Dialog.2. Do one of the following: a. Click on the desired relation and then click on the OK button. b. Click on the Search button, enter the relation and click on OK. Click on OK a second time to select the record. (TOP) Deleting Law RelationshipsYou may not delete a relationship that is in use.1. Find the Law Relationship record and, with the cursor in any field, press Shift+F2. *You may not delete a relationship of "CLIENT" or "ADVERSARY". (TOP) Law Relationships View Fields
Custom Labels for Who's Who View Custom Labels for the Who's Who Alternate Address One Tab Page Custom Labels for the Who's Who Alternate Address Two Tab Page Custom Labels for the Who's Who Alternate Address Three Tab Page (TOP) Custom Labels for Who's Who View
(TOP) Custom Labels for the Who's Who Alternate Address One Tab Page
(TOP) Who's Who Alternate Address 2 Tab Page
(TOP) Who's Who Alternate Address Three Tab Page
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